Printed from https://zeropos.shop/help/sales-report
The Sales report: sales, refunds, VAT and margin
See what your shops sold in any period, by day, seller, payment method or customer: sales, refunds, VAT, margin and average ticket, ready to compare or export.
Owners can change what each role may do.
The Sales Report adds up every validated sale and refund in the dates you pick, one row per day, week, month or whatever you group by, with the total at the bottom.
When to use it
For what was sold. For the money in by each payment method: Payments (What each report answers). For each product: Stock reports: what sells, what sits and where it went.
Before you start
- By default the owner, administrators and managers can open Reports, for the regions they may see.
Steps
- Step 1
Open INSIGHTS › Reports and tap Sales.
- Step 2
Pick the dates at the top: the report opens on This month.
- Step 3
Choose Group by: Day, Week, Month, Region, Location, Seller, Payment method or Customer.
- Step 4
Narrow it with the filters, such as Locations, Users or Customer type, or type an invoice number or a customer's name in Search.
- Step 5
Set Compare to to Previous period or Same period last year to see the change.
- Step 6
Tap Export CSV to download what you see.
What happens next
- Nothing changes: the report only reads the invoices.
- The CSV holds the columns and rows you see, the total included, in your language (Export your figures for your accountant).
- To come back to the same filters, save them under Views, or send them with Copy link (Save a view and share a link).
What the columns mean
Invoices: how many sales and refunds. Sales: what the sales came to, VAT included. Refunds: what went back. Net: sales less refunds.
VAT: the VAT inside those figures; a refund takes its VAT back, so a row can show it negative. Margin: the net without VAT, less what the goods cost when they were sold.
Avg ticket: the net divided by the number of sales. Below min and Below min sales: how many sales, and for how much, were approved below the minimum price (Below-minimum approvals).
What counts
Validated sales and their refunds. Cancelled and pending invoices never count.
A layaway counts once, on the day it is completed (its last payment taken), so completing one never changes a month you have closed. Until then, what is still owed on it is in Layaway balances (Layaway: hold items while a customer pays over time).
A gift card counts on the day it is sold, and what it pays for later isn't counted again (Gift cards). Grouped or filtered by Payment method, though, each way of paying has its row, Gift card included.
Questions
How are shared sales counted when I filter by seller?
I picked one payment method. Why are the tickets smaller?
Why does a category show more than it sold?
Why don't Sales and the day closes agree?
Two customers have the same name. How do I tell them apart?
If you see this…
On screen
No rows match these filters
What to do
Widen the dates or clear a filter: Reset filters puts them back as the report opened.
Good to know
- Group by Month and compare with Same period last year to see how each month did against last year.